Notes/History Tab

The tab contains filtering options that allow you to quickly access important information. You can also use this tab to email a history record, create a Microsoft Word document, view an attachment, or edit notes.

The Notes/History tab contains all interactions, including full text notes, and provides filter options for viewing, emailing, and printing history items and notes.

On this page you can:

• Click the Notes/History tab, on the Contact, Account, Opportunity, Ticket, Lead, Sales Order, Quote, Campaign, Return, and Defect detail view, to view the Notes/History tab. If the tab is not visible, click More Tabs.
• Apply filters:
  1. Click Filter to display the filter options.

     You may select more than one filter option. For example, you can check the My History and Date Range From options to view all your history items within a certain date range.

  2. Select one or more of the following filters:
     • To filter the list by record type, in the Type list, select the type of records you want to display.
     • Database changes are hidden by default. To view database changes, select the Show Database Changes option.
     • Use the Date Range fields to select a date range during which the attachment was last updated.
     • Click the User drop-down arrow and select from the list.
     • In the Regarding field, specify one or more characters contained in the regarding information. The more characters you specify the shorter list you get.
  3. Click Apply.
  4. To clear the filters, click Reset.

     Click the Filter button again to hide the filters.

• Preview record details, by executing these steps:
  • Click the Show/Hide Previewbutton. The row expands to show more details.
  • To hide preview details, click the Show/Hide Preview button again.
• Click the Type link of an item, to view the note or history records for the selected item.
• Email history records, by executing these steps:
  1. Select the record(s) that you want to email.
  2. Click Send via Email. An email message box opens and includes the contact information, subject, and history record information. If you select multiple records, the information for each record is included.
  3. Click Send.
• Click Add Note on the Notes/History tab, and complete the remaining steps to add a note.
• Complete an activity to add as a history item